FAG
OR icon

Fortitude Advisory Group’s OR Royalties Inc OR Stock Holding History

Fortitude Advisory Group’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,098
Closed -$13K – 1568
2021
Q4 		$13K Buy
+1,098
New +$13.4K 0.01% 968

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fortitude Advisory Group's OR Position: Q1 2022 in Review

Fortitude Advisory Group sold out of OR Royalties Inc (OR) in Q1 2022, closing a stake of 1,098 shares — an estimated $13K sold.

Fortitude Advisory Group first reported a position in OR in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 155 funds tracked by Wall St. Rank hold OR as of Q1 2022.

  • Fortitude Advisory Group reported no remaining OR Royalties Inc position as of Q1 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,098 OR Royalties Inc shares in Q1 2022, an estimated $13K.
  • Fortitude Advisory Group first reported a position in OR Royalties Inc in Q4 2021 and held it in 1 quarter.
  • Fortitude Advisory Group's OR Royalties Inc position peaked at $13K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.